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Companies that traditionally have made most of their money selling computers, chips, servers, routers and other equipment are especially vulnerable, analysts say, as mobile applications and cloud computing become increasingly important.

On a recent visit to India, Michael Dell, Chairman and CEO of his eponymously named firm Dell Inc, spoke at a select media roundtable which included Venkatesha Babu of Business Today. Edited excerpts from the conversation-

Vishal Sikka inherits an Infosys where Narayana Murthy has cut costs and increased margins. He also has to deal with the rampant loss of top talent and the heartburn caused by an Executive Assistant's overarching role.

BlackBerry Ltd abandoned on Monday its plan to sell itself and said its CEO is stepping down, sparking a 16 per cent dive in its share price and raising fears the struggling smartphone maker is running out of options.

Michael Dell said the buyout marks the first step in a multi-year transformation that will involve Dell Inc. going back to its roots and focusing on the "entrepreneurial spirit" that the company was originally built on.